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AGF Investments LLC’s Principal Financial Group PFG Stock Holding History

AGF Investments LLC’s Portfolio PFG Stock Details PFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-97
Closed -$6K – 791
2018
Q3 		$6K Hold
97
– – ﹤0.01% 772
2018
Q2 		$5K Buy
+97
New +$5.64K ﹤0.01% 782
2017
Q4 		– Sell
-152
Closed -$10K – 801
2017
Q3 		$10K Hold
152
– – ﹤0.01% 547
2017
Q2 		$10K Hold
152
– – ﹤0.01% 522
2017
Q1 		$10K Sell
152
-64
-30% -$3.9K ﹤0.01% 540
2016
Q4 		$13K Buy
+216
New +$12.1K ﹤0.01% 440

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AGF Investments LLC's PFG Position: Q4 2018 in Review

AGF Investments LLC sold out of Principal Financial Group (PFG) in Q4 2018, closing a stake of 97 shares — an estimated $6K sold.

AGF Investments LLC first reported a position in PFG in Q4 2016 and held it in 6 quarters. The position peaked at $13K in Q4 2016. 573 funds tracked by Wall St. Rank hold PFG as of Q4 2018.

  • AGF Investments LLC reported no remaining Principal Financial Group position as of Q4 2018 after selling out during the quarter.
  • AGF Investments LLC sold 97 Principal Financial Group shares in Q4 2018, an estimated $6K.
  • AGF Investments LLC first reported a position in Principal Financial Group in Q4 2016 and held it in 6 quarters.
  • AGF Investments LLC's Principal Financial Group position peaked at $13K in Q4 2016.
  • 573 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2018.

Based on AGF Investments LLC's 13F filing for Q4 2018, filed 8 Feb 2019.